Principaux titres en portefeuille Market Value Shares Weight %
TSM TAIWAN SEMICONDUCTOR-SP ADR 368.31 K 1 212.00 4.59% NVDA NVIDIA CORP 354.35 K 1 900.00 4.41% APH AMPHENOL CORP-CL A 351.90 K 2 604.00 4.38% GOOG ALPHABET INC-CL C 344.55 K 1 098.00 4.29% TSLA TESLA INC 332.79 K 740.00 4.15% PWR QUANTA SERVICES INC 312.32 K 740.00 3.89% TEL TE CONNECTIVITY PLC 311.23 K 1 368.00 3.88%
VOLVO AB-B SHS /SEK/ 301.99 K 9 396.00 3.76%
SIEMENS AG-REG /EUR/ 295.13 K 1 050.00 3.68%
ETN EATON CORP PLC 282.20 K 886.00 3.51% ADI ANALOG DEVICES INC 278.25 K 1 026.00 3.47%
B
BYDDF BYD CO LTD-H /HKD/ 275.66 K 22.50 K 3.43%
KIA CORP /KRW/ 267.73 K 3 168.00 3.33%
I
IFNNF INFINEON TECHNOLOGIES AG /EUR/ 260.48 K 5 874.00 3.24%
G
GELYF GEELY AUTOMOBILE HOLDING /HKD/ 255.30 K 111.00 K 3.18%
NXPI NXP SEMICONDUCTORS NV 247.45 K 1 140.00 3.08% DAN DANA INC 246.77 K 10.39 K 3.07%
HEXAGON AB-B SHS /SEK/ 237.78 K 19.99 K 2.96%
JOHNSON MATTHEY PLC /GBP/ 233.34 K 8 118.00 2.91%
M
MBGAF MERCEDES-BENZ GROUP AG /EUR/ 215.61 K 3 054.00 2.69%

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